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FactSet Research Systems shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $879k 3.1k 286.60

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Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
State Street Corporation
Bamco
Loomis, Sayles and
Wells Fargo & Company
Investec Asset Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
StonePine Asset Management
Charles Schwab Investment Management
ProShare Advisors

View all funds holding FactSet Research Systems